Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Macquarie Small Cap Core-R6 Mutual fund in their Schedule of Assets, totaling $5.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INTERNATIONAL UNION OF OPERATING ENGINEE LOCAL 25 MARINE DIVISION MEDI INTERNATIONAL UNION OF OPERATING ENGINEERS MARINE DIVISION LOCAL 25 MEDICAL PLAN | MILLSTONE TOWNSHIP NJ | 915 | $63.4M | $2.1M |
| 2 | BTIG, LLC BTIG, LLC 401(K) PLAN | SAN FRANCISCO CA | 585 | $142.2M | $1.3M |
| 3 | AUTHORITY BRANDS, INC. |
COLUMBIA MD |
| 1,416 |
| $51.2M |
| $522K |
| 4 | TRIPLE HS, INCORPORATED H.T. HARVEY & ASSOCIATES 401(K) PLAN | LOS GATOS CA | 88 | $27.5M | $344K |
| 5 | MEYER PROPERTIES MEYER GROUP 401(K) PLAN AND TRUST | NEWPORT BEACH CA | 80 | $19.7M | $228K |
| 6 | SRM, LLC DBA HOLLOWAY AMERICA HOLLOWAY AMERICA 401(K) PLAN | SPRINGFIELD MO | 143 | $11.1M | $198K |
| 7 | DONLEY COMPANIES, INC. DONLEY'S 401(K) RETIREMENT PLAN | CLEVELAND OH | 526 | $22.3M | $188K |
| 8 | THE OLYMPIC CLUB THE OLYMPIC CLUB RETIREMENT ADVANTAGE PLAN | SAN FRANCISCO CA | 115 | $29.5M | $91K |
| 9 | STRACON SERVICES GROUP, LLC STRACON SERVICES GROUP 401(K) PLAN | FORT WORTH TX | 233 | $13.0M | $89K |
| 10 | ATLAS SIGNS HOLDINGS, INC. ATLAS SIGN INDUSTRIES 401(K) PLAN | RIVIERA BEACH FL | 264 | $4.9M | $7K |
